Latest Institutional Transactions on Fidelity Covington Tr Blue Chi (FBCG)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.26K+ 4.73% |
$150K - $206K
|
94.4K
$4.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2K+ 21.42% |
$638K - $877K
|
103K
$4.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.97K+ 3.4% |
$104K - $143K
|
90.5K
$4.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.36K+ 3.82% |
$47.6K - $65.4K
|
36.8K
$1.76M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
41.9K+ 157.0% |
$1.47M - $2.02M
|
68.5K
$3.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 2.92% |
$7.02K - $9.65K
|
6.65K
$318K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.3K+ 716.91% |
$2.49M - $3.03M
|
71K
$3.39M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
918+ 19.81% |
$36.7K - $44.7K
|
5.55K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
329K+ 41.63% |
$13.2M - $16M
|
1.12M
$53.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
322K+ 30.17% |
$12.9M - $15.7M
|
1.39M
$66.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.24K- 8.86% |
$89.5K - $109K
|
23K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.56K- 39.69% |
$222K - $271K
|
8.44K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.57K- 6.38% |
$62.9K - $76.7K
|
23.1K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.04KNew |
$122K - $148K
|
3.04K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.45K- 2.57% |
$298K - $363K
|
282K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.7KNew |
$1.43M - $1.74M
|
35.7K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 1.18% |
$76K - $92.6K
|
159K
$7.61M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16MNew |
$46.3M - $56.4M
|
1.16M
$55.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.76K+ 504.31% |
$70.1K - $85.5K
|
2.1K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108KNew |
$4.32M - $5.26M
|
108K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.7K- 2.22% |
$388K - $472K
|
427K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.18M - $1.44M
|
29.6K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.48KNew |
$339K - $413K
|
8.48K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.02KNew |
$201K - $245K
|
5.02K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
83.4K+ 326.54% |
$3.33M - $4.06M
|
109K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
493New |
$19.7K - $24K
|
493
$23.5K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
109K+ 464.02% |
$4.35M - $5.3M
|
132K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.1K+ 10.58% |
$1.96M - $2.39M
|
513K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
123+ 1.0% |
$4.92K - $5.99K
|
12.4K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.55KNew |
$302K - $367K
|
7.55K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.56K- 3.54% |
$262K - $319K
|
179K
$8.53M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
113K+ 137.0% |
$4.53M - $5.52M
|
196K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-3.66K- 2.99% |
$146K - $178K
|
119K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.4K+ 85.56% |
$1.53M - $1.87M
|
83.3K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
597+ 0.55% |
$23.9K - $29.1K
|
110K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.28K- 2.78% |
$51.3K - $62.5K
|
44.8K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-60.7K- 30.52% |
$2.43M - $2.96M
|
138K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
526KNew |
$21M - $25.6M
|
526K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.5K+ 1.65% |
$738K - $899K
|
1.13M
$54.2M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.79K+ 59.13% |
$111K - $136K
|
7.5K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.85K+ 45.26% |
$314K - $382K
|
25.2K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
103+ 219.15% |
$4.12K - $5.02K
|
150
$7.16K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
385+ 86.52% |
$15.4K - $18.7K
|
830
$39.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 47.13% |
$8.35M - $10.2M
|
652K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.61KNew |
$64.4K - $78.4K
|
1.61K
$76.9K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.56KNew |
$142K - $173K
|
3.56K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
45.6K+ 17.34% |
$1.82M - $2.22M
|
309K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
69.5KNew |
$2.78M - $3.38M
|
69.5K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
526+ 4.77% |
$21K - $25.6K
|
11.5K
$551K
|
|